BALDWIN BROTHERS LLC MA
Q2 2023 Form 13-F

MARION, MASSACHUSETTS
CIK 0001021258 · CRD 105343 · SEC-registered investment adviser
Consolidated report · includes 2 managers since Q4 2025
$1.2B Reported Value Total

BALDWIN WEALTH PARTNERS, LLC reports 1,848 total accounts under management (AUM). There are 1,826 discretionary accounts valued at $1,866,337,303, and 22 non-discretionary accounts valued at $36,937,619.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A) Client Relationship Summary (Form CRS)
Private funds (Form ADV)
19 funds · $94.7M gross asset value
Private Equity Fund: $46.5M · Venture Capital Fund: $26.0M · Other: $11.7M · Hedge Fund: $10.6M
Source: Form ADV filed 2026-11-09
Reported value
$1.2B
Quarter over quarter
+6.8%
Holdings
766
Top-10 concentration
33.9%

Filing Structure

Reports holdings for

  • Bank Of America Private Bank (BOAPB) (not a 13F filer in our records) · since Q4 2025 · declared by one filing
  • Fiduciary Trust Company International (FTCI) (not a 13F filer in our records) · since Q4 2025 · declared by one filing
  • BRANDYWINE TRUST CO · File #028-06291 · Q1 2024 – Q1 2026 · declared by one filing
  • Bank Of America Corp (not a 13F filer in our records) · Q1 2025 – Q3 2025 · declared by one filing
  • Michael Baldwin (not a 13F filer in our records) · File #28-5819 · Q2 2013 – Q4 2015 · declared by one filing
  • David A. Barrett (not a 13F filer in our records) · File #28-6352 · Q2 2013 – Q4 2015 · declared by one filing
  • Ellen O. Stone (not a 13F filer in our records) · File #28-7204 · Q2 2013 – Q4 2015 · declared by one filing
  • Adam Seitchik (not a 13F filer in our records) · Q2 2013 – Q4 2015 · declared by one filing
  • Dylan Sage (not a 13F filer in our records) · Q2 2013 – Q4 2015 · declared by one filing
  • Frank Farnum Brown (not a 13F filer in our records) · Q2 2013 – Q4 2015 · declared by one filing
  • Willam H. Marvel (not a 13F filer in our records) · Q3 2013 – Q4 2015 · declared by one filing
  • William H. Marvel (not a 13F filer in our records) · Q1 2014 – Q1 2015 · declared by one filing
  • John Mannix (not a 13F filer in our records) · Q2 2013 – Q2 2013 · declared by one filing

Key People

Form ADV owners & control persons
Taylor Converse Baldwin
SHAREHOLDER
Andrew Fletcher Mcintire
SHAREHOLDER
Eric Haakon Strand
SHAREHOLDER
Q1 2023
Q3 2023
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q2 2023 13F filing summary

Period of report June 30, 2023
Filed July 14, 2023
Form 13F-HR
Reported value $1.2B
Positions 766
Change in reported value +6.3%
New positions 10
Exited positions 45
Position turnover 6.8%
Top-10 concentration 33.9%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Oct 13, 2026
 234 $1.5B
Q2 2026 13F
Filed Jul 14, 2026
 234 $1.5B
Q1 2026 13F
Filed Apr 14, 2026
 222 $1.4B
Q4 2025 13F
Filed Jan 7, 2026
 242 $1.6B
Q3 2025 13F
Filed Oct 14, 2025
 234 $1.5B
Q2 2025 13F
Filed Jul 24, 2025
 218 $1.5B
Q1 2025 13F
Filed Apr 14, 2025
 228 $1.4B
Q4 2024 13F
Filed Jan 22, 2025
 238 $1.4B
Q3 2024 13F
Filed Oct 16, 2024
 1,079 $1.5B
Q2 2024 13F
Filed Jul 12, 2024
 798 $1.3B
Q1 2024 13F
Filed Apr 12, 2024
 696 $1.3B
Q4 2023 13F
Filed Jan 8, 2024
 725 $1.3B
Q3 2023 13F
Filed Oct 10, 2023
 755 $1.2B
Q2 2023 13F
Filed Jul 14, 2023
 766 $1.2B
Q1 2023 13F
Filed Apr 21, 2023
 801 $1.1B
Q4 2022 13F
Filed Jan 27, 2023
 780 $1.1B
Q3 2022 13F
Filed Oct 14, 2022
 627 $723.3M
Q2 2022 13F
Filed Jul 18, 2022
 658 $771.2M
Q1 2022 13F
Filed Apr 13, 2022
 647 $943.5M
Q4 2021 13F
Filed Jan 14, 2022
 609 $999.7M

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2023

# Holding Reported value % of portfolio
1 AAPL APPLE INC $85.8M 7.03%
2 MSFT MICROSOFT CORP $68.6M 5.63%
3 AMZN AMAZON COM INC $47.9M 3.93%
4 GOOGL ALPHABET INC $44.4M 3.64%
5 PEP PEPSICO INC $30.4M 2.49%
6 COST COSTCO WHSL CORP NEW $29.5M 2.42%
7 V VISA INC $29.3M 2.41%
8 TIP ISHARES TR $28.4M 2.33%
9 NVDA NVIDIA CORPORATION $24.6M 2.02%
10 BX BLACKSTONE INC $24.5M 2.01%
11 NEE NEXTERA ENERGY INC $22.0M 1.81%
12 MRK MERCK & CO INC $21.9M 1.8%
13 ADBE ADOBE SYSTEMS INCORPORATED $21.1M 1.73%
14 URI UNITED RENTALS INC $19.5M 1.6%
15 ACN ACCENTURE PLC IRELAND $19.4M 1.59%
16 KLAC KLA CORP $19.2M 1.57%
17 DHR DANAHER CORPORATION $19.0M 1.56%
18 WM WASTE MGMT INC DEL $18.9M 1.55%
19 XOM EXXON MOBIL CORP $18.6M 1.53%
20 HUM HUMANA INC $18.2M 1.49%

Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.

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